MoveBoardAI in MoveBoard
Ed the assistant, the AI receptionist and AI lead replies.
- Meet Ed, your MoveBoard assistantOpen Ed from anywhere in the office, ask about your orders, numbers and team in plain words, and get how-to answers with links.
- Ask Ed to do thingsEd can do anything your role lets you do in MoveBoard except payments and deleting — text or email one customer or many, notes, tasks, statuses, flags, dispatch, storage, settings — always on a card you check and confirm first.
- Ed's history and privacyWhere your conversations with Ed are kept, for how long, who can read them, and what Ed can and can't see.
- Scheduled reports from EdAsk Ed to text or email you a few numbers every day, every weekday or once a week — bookings, new leads, money, moves ahead — and stop them any time.
- Ed's monthly allowanceEd is included in your plan with a monthly allowance per company — what happens if your team uses it all before the month ends.
- The AI receptionistAn AI that answers your phone, asks the right questions, gives the caller an estimate, makes the lead and texts them the link — day and night.
- Set up the AI receptionistGive the AI its number, decide how calls reach it, set your hours, voice, questions, knowledge and transfers — then switch it on.
- Review AI receptionist callsWhere each AI call shows up — on the order, in the Calls list, on AI Leads — with its summary, transcript and recording, who its lead goes to, and the call-back tasks it leaves your team.
- What the AI receptionist costsThe AI receptionist is paid call by call from your prepaid balance — shared with texting or its own — and pauses at $0 until you top up.
- AI receptionist: how callers are foundHow the AI receptionist finds an existing customer's order and checks who they are before it says anything about it — every name on the order counts, and a call from the order's own phone with the right move date is enough. Claims go on the order.
- AI chat on your websiteThe switch for an AI chat in your website's floating menu, where it lives, and where it stands today.
- AI writing help in messagesLet the AI draft a reply, write a new message or polish what you typed — in the order window and on the Messages page. Nothing is sent until you press send.
- AI Leads pageThe page that gathers every lead the AI receptionist and AI chat made, with how many conversations became orders — and how to work them.
- The receptionist's voice and wordsChoose the AI receptionist's name, voice, tone, languages and pace, teach it how to say tricky words, and why the settings say "he" or "she".
- Your AI Receptionist's voice, speed and thinkingPick the voice callers hear, how fast she talks and how long she thinks before answering, set her name, her Day message and Night message, and see who she puts callers through to.
- What the AI will and won't sayThe rules your AI receptionist always follows — estimates not promises, only your company's facts, honest that it's an AI, no payments, no changes to orders.
- Services we don't doTell the AI receptionist what you don't do (hoisting, pianos up too many stairs, your own list), close an order as Can't provide service, and see how much business you turn away.